Hello there, @jbryon19. I will walk you through the necessary steps to reconnecting your Chase Bank account to help you get back on track with managing your banking tasks efficiently within the program.
Firstly, could you please check if there are any error messages on your screen? If you notice an error, this article can help you address it: How to manage the bank error.
If your screen is clear of errors, the next step is to refresh your Chase connection within the program to ensure we pull in the most current transactions. Follow these simple steps:
- Navigate to the Transactions menu.
- Select Bank transactions.
- Click Update at the upper right.
As an alternative, you have the option to manually upload transactions into QuickBooks Online.
Once all is set, carefully review and reconcile your transactions to verify that they align with your bank and credit card statements. For further guidance on how to carry out this process thoroughly, please refer to the provided resources:
Should you face any challenges while connecting your bank, don't hesitate to reach out to the Community. We're here to support you and guide you through every step of the process.
